Athena Investment Management’s Equifax EFX Stock Holding History

Athena Investment Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Sell	2,338 -270	-10%	-$46K	0.22%	93
2026 Q1	$470K	Hold	2,608	–	–	0.24%	96
2025 Q4	$566K	Buy	2,608 +60	+2%	+$13.1K	0.29%	85
2025 Q3	$654K	Sell	2,548 -34	-1%	-$8.54K	0.34%	74
2025 Q2	$670K	Sell	2,582 -8	-0.3%	-$2.04K	0.37%	68
2025 Q1	$631K	Hold	2,590	–	–	0.38%	62
2024 Q4	$660K	Hold	2,590	–	–	0.38%	64
2024 Q3	$761K	Sell	2,590 -30	-1%	-$8.46K	0.43%	57
2024 Q2	$635K	Hold	2,620	–	–	0.39%	64
2024 Q1	$701K	Sell	2,620 -6	-0.2%	-$1.53K	0.42%	61
2023 Q4	$649K	Sell	2,626 -7	-0.3%	-$1.42K	0.42%	58
2023 Q3	$482K	Hold	2,633	–	–	0.35%	66
2023 Q2	$620K	Hold	2,633	–	–	0.43%	56
2023 Q1	$534K	Hold	2,633	–	–	0.38%	58
2022 Q4	$512K	Hold	2,633	–	–	0.38%	64
2022 Q3	$451K	Buy	2,633 +125	+5%	+$24.5K	0.38%	62
2022 Q2	$458K	Buy	+2,508	New	+$502K	0.36%	64

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Athena Investment Management's EFX Position: Q2 2026 in Review

Athena Investment Management reduced its Equifax (EFX) stake by 10% in Q2 2026, selling an estimated $46K and leaving 2,338 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #93.

Athena Investment Management first reported a position in EFX in Q2 2022 and has held it in 17 quarters since. The position peaked at $761K in Q3 2024. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Athena Investment Management held 2,338 shares of Equifax worth $371K as of Q2 2026.
Athena Investment Management sold 270 Equifax shares in Q2 2026, an estimated $46K.
Equifax made up 0.22% of Athena Investment Management's portfolio in Q2 2026, its #93 holding.
Athena Investment Management first reported a position in Equifax in Q2 2022 and has held it in 17 quarters since.
Athena Investment Management's Equifax position peaked at $761K in Q3 2024.
837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.